Lachlan commenced his career in Financial Planning in 2013 at Westpac. Lachlan’s technical skills and ability to interact with clients led to significant career advancement and promotions. Lachlan achieved the status of Senior Financial Planner within 4 years, while undertaking continuous studies to further his knowledge and ensure the optimal outcomes for his clients.
He has completed a Bachelor of Commerce majoring in Economics, Finance and Financial Planning, the Certified Financial Planner’s designation, Advanced Diploma in Financial Planning, and further qualifications in Self-Managed Super Funds, Aged Care, Mortgage Broking and Derivatives.
Over the years, his interactions with clients have highlighted the importance of strong relationships, ensuring he gains a true understanding of his client’s objectives, requirements and expectations. Lachlan is a relationship driven advisor who regards his honesty, loyalty and technical expertise among his greatest attributes in achieving these outcomes.
Lachlan’s area of expertise is developing strategic approaches to superannuation, investment growth, and protection of assets. This expertise, coupled with the team-based approach at Arco ensure that Lachlan is able to continually provide optimal outcomes for his clients.
Lachlan has managed to attain experience beyond his years and uses this coupled with his extensive education to guide clients to their financial goals. Lachlan is a driven professional who would love the opportunity to work with you and assist in your financial success.